Stop by and say hello to Trent Schield, Flexible Plan Investments’ Vice President of National Accounts and Market Leaders Product Specialist.
Stop by and meet with one of our FPI experts and learn how we can help you grow your business
You will learn how to use this information to educate clients about how the Market Leaders strategies can help them seek focused, risk‐managed growth no matter what the market throws their way. Why buy the whole market when you can invest in the leaders?
Description: Stop by and say hello to Trent Schield, Flexible Plan Investments’ Vice President of National Accounts and Market Leaders Product Specialist.
Stop by and say hello to Justin Murphy, Regional business consultant and Trent Schield, Flexible Plan Investments’ Vice President of National Accounts and Market Leaders Product Specialist.
Come meet with our CEO and founder, Jerry Wagner—as well as members of our executive team, including the heads of our research, marketing, and operations teams—to learn what opportunities FPI can offer you and your clients. You will also be nominated for a front-page feature in the widely distributed Proactive Advisor Magazine.
This visit is at no cost to you. We will provide:
These exclusive events do fill up quickly, so RSVP as soon as possible to reserve your spot.
Join us to learn how to use this information to educate clients about how the Market Leaders strategies can help them seek focused, risk‐managed growth no matter what the market throws their way. Why buy the whole market when you can invest in the leaders?
*All Flexible Plan events are intended for investment professionals only unless otherwise noted.
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